Erin is a Financial Advisor with the Hoffmann-Easom-Lannan Retirement Planning Group at Morgan Stanley. Starting with this team in 2003, she has built her career at Morgan Stanley with a focus on Retirement Planning. She believes that through careful planning and open communication the transition into, and success in, retirement can produce the most rewarding times in her clients' lives.
Erin's background and focus on Retirement Planning gives her special insight into the issues that her clients encounter. Erin appreciates that the retirement transition can be difficult and often raises many questions, so she strives to increase comfort by thoroughly developing, implementing, and monitoring a comprehensive planning strategy with her clients' concerns in mind. By leveraging Morgan Stanley's platform of research, analysis, and products to approach the wealth management decisions of retirees, Erin can address her clients' unique concerns to create a plan that empowers them to help attain their retirement goals.
Erin's career started at Smith Barney under the guidance of the advisors in the Hoffmann-Easom-Lannan group. Through the years, she has gained invaluable experience learning this industry, their clients' needs, and their business, inside and out. The most rewarding aspect of her career has always been developing strong relationships with clients, rooted in mutual respect and trust. The level of trust she builds, coupled with the high level of service she provides, sets her apart.
Erin relocated to Chicago after growing up on the North Shore of Boston and attending high school in Overland Park, Kansas. Both academic and athletic, collegiate scholarships are what drew her to Chicago. She is now a proud graduate of Loyola University Chicago, with a BBA in both Finance and Economics, and a minor in Management. She spent her four years at Loyola as a member on the Women's Golf Team and continues to love the sport. In addition to her college education, Erin holds Series 7, 66, 31 and Life & Health Insurance licenses.
In her spare time, Erin and her husband enjoy travelling, golfing, reading, and cheering on their beloved Chicago sports teams. She is also an active supporter of various charitable organizations. She acts as our branch liaison, partnering with Working in the Schools (WITS), to provide tutors for elementary students attending Chicago Public Schools. You can also find her participating every winter in the Polar Plunge benefitting Special Olympics Illinois.
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